Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$238,615,944
+$58,071,153 QoQ
Shares Held
273,360
-1.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $367,827,919 across 18 Specialty Industrial Machinery names. GEV ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
273,360 | $238,615,944 | |
| 2 | CSW |
Csw Industrials, Inc.
|
269,767 | $70,295,884 | |
| 3 | GGG |
Graco Inc
|
303,625 | $25,701,856 | |
| 4 | ETN |
Eaton Corp plc
|
23,125 | $8,271,118 | |
| 5 | EMR |
Emerson Electric Co
|
60,201 | $7,887,535 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,583 | $3,535,519 | |
| 7 | XYL |
Xylem Inc.
|
26,720 | $3,193,040 | |
| 8 | OTIS |
Otis Worldwide Corp
|
32,249 | $2,485,752 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,615,944 | 273,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $180,544,791 | 276,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $169,544,532 | 275,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,245,231 | 272,598 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,690,234 | 228,283 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,141,845 | 33,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,770,547 | 34,397 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,246,565 | 36,421 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||